See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,229 | $51,244+62.4% | $80,975+2.8% | $55,167+50.9% |
| Participation rate | 91.8% | 71.7%+20.1pp | 75.8%+16.0pp | 69.0%+22.8pp |
| Annual return | 8.22% | 17.39%-9.2pp | 17.10%-8.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $3,069 | $1,770+73.4% | $3,714-17.4% | $1,963+56.4% |
| Participant deferral / active EE | $9,838 | $4,418+122.7% | $5,696+72.7% | $3,054+222.1% |
| Admin fee / account holder | $7 | $398-98.3% | $5,516-99.9% | $504-98.6% |